Apple TodayAAPLApple$213.36 +0.92 (+0.43%) 52-Week Range$169.21▼$260.10Dividend Yield0.49%P/E Ratio33.23Price Target$234.95Add to WatchlistWith the S&P 500 and the Nasdaq-100 indexes now sitting at new all-time highs relatively undisturbed, it makes sense to see some of the best companies in the United States economy start to go on a sort of “meltdown” mode for the coming months and quarters. This is exactly where the best opportunity will be for those investors who know what they are looking for. More spe ...

Core Insights - Fortinet's FortiGate platform is central to its secure networking strategy, driving hardware adoption and facilitating expansion into other solutions [1][10] - The launch of the FortiGate 700G series enhances performance and energy efficiency, appealing to mid-sized businesses and distributed enterprises [3][10] - Fortinet's product revenues grew 12% year-over-year in Q1 2025, with FortiGate hardware being the primary growth driver [4] Product and Market Performance - FortiGate firewalls are often the first product for customers, leading to increased integration of Fortinet's other offerings [2][10] - In Q1 2025, FortiGate hardware outpaced overall product growth, expanding in the mid-teens [4] - The company estimates product revenues for 2025 to reach $2.14 billion, indicating a 12.3% year-over-year growth [4] Competitive Landscape - Fortinet faces stiff competition from Palo Alto Networks and Check Point Software, both of which are experiencing strong adoption of their firewall capabilities [5] - Palo Alto Networks reported a 20% year-over-year growth in Software Firewall ARR, driven by public cloud deployments [6] - Check Point Software saw a 14% year-over-year rise in product and license revenues, with expectations of continued momentum through 2026 [7] Stock Performance and Valuation - Fortinet's shares have risen 11.1% year-to-date, underperforming the Zacks Security industry's growth of 23.4% [8] - The stock is currently trading at a Price/Book ratio of 40.17X, compared to the industry's 24.88X, indicating a lower valuation score [12] - The Zacks Consensus Estimate for Q2 2025 earnings is 59 cents per share, reflecting a 3.51% year-over-year growth [15]

Company Overview - Sonim Technologies, Inc. is a leading provider of rugged mobile solutions, including phones, wireless internet data devices, accessories, and software designed for durability in demanding environments [3] - The company has been trusted by first responders, government, and Fortune 500 customers since 1999, selling its products through tier one wireless carriers and distributors in North America, EMEA, and Australia/New Zealand [3] Proposed Transaction - Sonim Technologies has issued an update regarding a Letter of Intent (LOI) for a proposed reverse takeover (RTO) with a private US-based company that is developing Nvidia-based High-Performance Computing (HPC) AI factories [1][2] - Upon completion of the RTO, Sonim shareholders will receive equity ownership in the combined company, currently valued at $17.5 million, with potential for future value appreciation [2] Commitment to Transparency - The announcement reflects Sonim's commitment to transparency as the transaction progresses, with further updates to be shared as more information becomes available [2]

Group 1 - The article initiates coverage on 3D Systems Corporation (NYSE: DDD) with a Strong Buy rating and a price target of $4, highlighting its end-to-end additive manufacturing and digital manufacturing capabilities across various sectors including healthcare, dental, aerospace, and biotech [1] - Moretus Research focuses on identifying companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, applying a structured framework to deliver high-quality equity research [1] - The valuation approach used by Moretus Research emphasizes pragmatic, sector-relevant multiples tailored to each company's business model and capital structure, aiming for comparability, simplicity, and relevance [1] Group 2 - Research coverage by Moretus tends to favor underappreciated companies undergoing structural change or temporary dislocation, where disciplined analysis can lead to asymmetric returns [1] - Moretus Research aims to raise the standard for independent investment research by providing professional-grade insights, actionable valuation, and a strong filter for what truly matters in modern equity analysis [1]

No stockholder action required at this timeSan Diego, California--(Newsfile Corp. - June 27, 2025) - The Special Committee of the Board of Directors (the "Special Committee") of Sonim Technologies, Inc. (NASDAQ: SONM), formed to oversee the Company's ongoing strategic alternatives process, today confirmed receipt of an unsolicited, non-binding proposal from Orbic North America, LLC to acquire substantially all of Sonim's operating assets for $25 million. The proposal, dated June 26, 2025, represented that ...

Tucows Inc. (TCX) has gained 22.6% in the past month against the 0.5% decline of the composite stocks belonging to the industry. The TCX stock has also outperformed the S&P 500’s 4.7% growth in the same period. Image Source: Zacks Investment Research This outstanding performance is a direct reflection of the company’s impressive financial results for the first quarter of 2025, wherein it posted strong year-over-year increases in revenues and narrower losses. The company’s dramatic outperformance is a testam ...

Alliance Entertainment (AENT) Q3 2025 Earnings Call May 15, 2025 04:30 PM ET Company Participants Paul Kuntz - Director of CommunicationsJeff Walker - CEO and CFOAmanda Gnecco - Chief Accounting Officer Operator Greetings, and welcome to the Alliance Entertainment Fiscal twenty twenty five Third Quarter Financial Results Conference Call. At this time, all participants are in listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. ...

Financial Data and Key Metrics Changes - Bookings for Q3 were $200 million with a trailing twelve-month book-to-bill ratio of 1.1, while revenue was $211 million, reflecting a year-to-date revenue growth of 8.9% [7][20] - Adjusted EBITDA for Q3 was $25 million, with an adjusted EBITDA margin of 11.7%, both significantly up year-over-year [7][20] - Free cash flow for Q3 was $24 million, an increase of $50 million year-over-year, resulting in $146 million of free cash flow over the last four quarters [7][20] Business Line Data and Key Metrics Changes - The company recognized approximately $3.7 million of net EAC change impacts in Q3, the lowest level in several quarters, indicating improved program management capabilities [8][9] - Q3 bookings included significant contract awards, such as $40 million in production contracts for the common processing architecture and a $20 million follow-on production order for the F-35 program [10][11] Market Data and Key Metrics Changes - The backlog increased by 4% year-over-year to $1.34 billion, driven by strong bookings primarily in production contracts [10][20] - The company reported that over 80% of trailing twelve-month bookings were production in nature, indicating a shift towards production-focused contracts [12] Company Strategy and Development Direction - The company is focused on four priorities: delivering predictable performance, driving organic growth, expanding margins, and improving free cash flow [6][8] - The acquisition of Starlab, a cybersecurity software provider, is expected to enhance the company's competitive position and differentiation in the market [12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's strategic positioning and the ability to deliver predictable organic growth with expanding margins and robust free cash flow [5][16] - For FY 2025, the company expects annual revenue growth approaching mid-single digits, with adjusted EBITDA margins in the low double digits [16][17] Other Important Information - The company ended Q3 with $270 million in cash, driven by improved cash flow from operations [23] - Net working capital decreased by approximately $148 million year-over-year, demonstrating progress in reversing a multi-year trend of growth in working capital [25] Q&A Session Summary Question: Update on LTAMDS program - Management noted that LTAMDS has achieved significant milestones and is moving into initial production, indicating strong growth prospects [29] Question: Increase in deferred revenues - Management explained that the increase in deferred revenues is linked to achieving milestones with customers, which allows for solid payment terms [30][31] Question: Optimal net working capital level - Management indicated a target of 30% to 40% for net working capital as a percentage of revenues, with current levels at around 51% [36][38] Question: Impact of low margin backlog - Management stated that the low margin backlog will gradually improve as new bookings are added, but it will take several quarters to fully transition [39][92] Question: Revenue split between development and production - Management did not provide specific revenue splits but indicated that revenue trends will follow the bookings mix, which is increasingly production-focused [52] Question: Competitive landscape and growth opportunities - Management expressed confidence in the company's position to outgrow the industry, supported by a strong book-to-bill ratio and recent contract wins [66][68] Question: Tariffs impact on supply chain - Management reported no material impact from tariffs in FY 2025 and indicated that sourcing remains stable [110][111]

NEW YORK CITY, May 05, 2025 (GLOBE NEWSWIRE) -- Email newsletters continue to be one of the most reliable and cost-effective marketing tools for businesses, providing a direct way to engage with customers amid shifting digital trends. Recognizing the growing need for data-driven and AI-powered email solutions, Expert Consumers has named Klaviyo as the top email newsletter software for 2025. With paid advertising costs rising and social media algorithms becoming increasingly unpredictable, businesses are rel ...

Core Viewpoint - iRhythm Technologies has launched its Zio long-term continuous ECG monitoring system in Japan, offering up to 14 days of uninterrupted ECG monitoring, which is a significant improvement over existing options in the market [1][4]. Company Overview - iRhythm Technologies, Inc. is a leading digital health care company focused on creating solutions that detect, predict, and prevent disease through wearable biosensors and cloud-based data analytics [14]. - The company has a strong commitment to improving patient outcomes, supported by over 125 original research manuscripts and insights from more than 2 billion hours of curated heartbeat data [7]. Product Details - The Zio ECG Recording and Analysis System includes a patch-based ECG monitoring device that can be worn for up to 14 days and utilizes a deep-learned AI algorithm approved by Japan's Pharmaceuticals and Medical Devices Agency (PMDA) [3][5]. - The system demonstrates 99% patient compliance with prescribed wear time and 99% analyzable data, providing high-quality, actionable insights [5]. - The Zio service is associated with the highest diagnostic yield and lowest likelihood of retesting compared to other monitoring services, including Holter monitoring [5]. Market Opportunity - Japan is the second largest ambulatory cardiac monitoring market globally, with an estimated 1.6 million tests prescribed annually, a number expected to rise due to the aging population and increasing prevalence of cardiac arrhythmias [10][11]. - The launch of the Zio system is timely, addressing the growing demand for early and accurate detection of arrhythmias in Japan [4]. Clinical Validation - The clinical value of the Zio LTCM service has been validated through studies, including the CAMELOT study, which found it to be associated with the highest yield of specified arrhythmia diagnosis and the lowest likelihood of repeat testing [6][8]. - The Zio service combines advanced AI with expert clinical review to support accurate and timely diagnoses, enhancing patient care [8]. Distribution and Availability - The Zio ECG Recording and Analysis System will be available to healthcare customers in Japan starting May 2025, with nationwide availability expected by July 2025, through Senko Medical Instrument, the exclusive distribution partner [12].